Vincent Chambers, Esq.
Should I Have a Trust for My Pets?
An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.
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Hannah Boundy, CFA®, CFP®
- May 17
- 3 min
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
17 views
Yvonne Darby
- May 17
- 3 min
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
12 views
Yvonne Darby
- Apr 20
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
19 views
Vincent Chambers, Esq.
- Apr 18
- 5 min
Should My Trust Have Co-Trustees?
Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
36 views
Hannah Boundy, CFA®, CFP®
- Apr 17
- 3 min
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.
32 views
Vincent Chambers, Esq.
- Mar 15
- 4 min
The Tax Law is Changing – Can a Grantor Retained Annuity Trust (GRAT) Help?
Exploring how a GRAT works in light of the changing estate and gift tax exemption.
55 views
Yvonne Darby
- Mar 14
- 5 min
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?
46 views
Hannah Boundy, CFA®, CFP®
- Feb 22
- 3 min
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
39 views
Yvonne Darby
- Jan 11
- 2 min
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
17 views
Hannah Boundy, CFA®, CFP®
- Jan 11
- 3 min
How Exploring Regret Can Help You Live a Meaningful Legacy
A three-question framework to better understand your priorities and take steps to make them a reality.
17 views
Vincent Chambers, Esq.
- Dec 7, 2022
- 6 min
My Parent Has Dementia – What Do I Do?
A few steps you can take when your parent has dementia.
25 views
Matthew Davis, CFP®
- Dec 7, 2022
- 4 min
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
33 views
Vincent Chambers, Esq.
- Nov 9, 2022
- 4 min
Five Reasons You Should Have a Trust
You’d be hard-pressed to find a situation where having a trust is a “bad idea” – 5 reasons why a trust is a vital part of an estate plan.
46 views
Yvonne Darby
- Nov 9, 2022
- 3 min
What You Need to Know about the Social Security Benefit Increase
Understand how the 8.7% Social Security increase will impact you.
37 views
Hannah Boundy, CFA®, CFP®
- Nov 8, 2022
- 5 min
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Five tips for discovering a contented retirement.
18 views
Hannah Boundy, CFA®, CFP®
- Oct 12, 2022
- 4 min
Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
36 views
Yvonne Darby
- Sep 14, 2022
- 2 min
How to Find the Right College Savings Plan for your Family: 529 vs. Coverdell ESA
When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.
33 views
Vincent Chambers, Esq.
- Sep 14, 2022
- 6 min
Defining the Different Estate Planning Documents
An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.
63 views
Matthew Davis, CFP®
- Aug 10, 2022
- 5 min
If You Don't Fly First Class, Your Heirs Will
Co-founders Matt Davis and Hannah Boundy share why a legacy well lived is just as important as a legacy well left and how to build one.
71 views
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